The Chartist

The Chartist (CRD# 105072) is a financial advisory firm headquartered in Los Alamitos, CA. They manage $209,698,567 in 791 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    791
    ACCOUNTS
  • Average Account Value
    $265,106
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, NY, PA, TX, VA

Financial Advisors at The Chartist
Showing 1 - 4 of 4 top financial advisors.
1
Christopher K. Mais
CRD#: 2449031
6621 E. Pacific Coast Hwy, Suite 200, Long Beach, CA 90803
93
Wealthminder
score

Christopher Mais (CRD# 2449031) is an Investment Advisor Representative working at The Chartist in Long Beach, CA and has over 22 years of experience in the finance industry.

2
Steven G. Mais
CRD#: 710902
5122 Katella Av, Suite 200, Los Alamitos, CA 90720
93
Wealthminder
score

Steven Mais (CRD# 710902) is an Investment Advisor Representative working at The Chartist in Los Alamitos, CA and has over 33 years of experience in the finance industry.

3
William E. Mais
CRD#: 2635998
6621 E. Pacific Coast Hwy, Suite 200, Long Beach, CA 90803
93
Wealthminder
score

William Mais (CRD# 2635998) is an Investment Advisor Representative working at The Chartist in Long Beach, CA and has over 21 years of experience in the finance industry.

4
Daniel F. Sullivan
CRD#: 2635334
6621 E. Pacific Coast Hwy , Suite 200, Long Beach, CA 90803
93
Wealthminder
score

Daniel Sullivan (CRD# 2635334) is an Investment Advisor Representative working at The Chartist in Long Beach, CA and has over 21 years of experience in the finance industry.

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